LINEWEAVER WEALTH ADVISORS, LLC – iShares Preferred and Income Securities ETF Transaction History
LINEWEAVER WEALTH ADVISORS, LLC portfolio value:
$768,000
portfolio value
LINEWEAVER WEALTH ADVISORS, LLC quarter portfolio value change:
-3.68%
quarter
iShares Preferred and Income Securities ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +0.26% | 63 shares | -28K | $31.67 | 24.28K |
Q2 2022 | share | Decrease | -2.87% | -715 shares | -112K | $32.88 | 24.21K |
Q1 2022 | share | Decrease | -0.20% | -50 shares | -77K | $36.42 | 24.93K |
Q4 2021 | share | Decrease | -29.94% | -10.67K shares | -399K | $39.33 | 24.98K |
Q3 2021 | share | Decrease | -24.43% | -11.52K shares | -472K | $38.4 | 35.66K |
Q2 2021 | share | Increase | +0.01% | 6 shares | 45K | $38.47 | 47.19K |
Q1 2021 | share | Decrease | -12.09% | -6.48K shares | -255K | $37.11 | 47.18K |
Q4 2020 | share | Increase | +0.91% | 485 shares | 128K | $36.92 | 53.67K |
Q3 2020 | share | Decrease | -8.57% | -4.98K shares | -77K | $34.46 | 53.18K |
Q2 2020 | share | Increase | +1.30% | 746 shares | 187K | $32.3 | 58.17K |
Q1 2020 | share | Increase | +0.66% | 374 shares | -316K | $29.23 | 57.42K |
Q4 2019 | share | Increase | 0.00% | 57.05K shares | 2.14M | $34.22 | 57.05K |